Portfolio Update: December 2016

The year is ending and I actually prepared for the season of giving and joy by selling a few positions in the past few weeks, locking in some decent gains in the progress. Pretty delighted to know that my returns from my shares is close to 10% for 2016 after a poor 2015.

More details in another post in a couple of weeks’ time.

This is also probably the last update in such a format as I am almost ready to implement my version of the permanent portfolio on January 2017.

Besides making things more clean-cut, it should also make it easier for me to keep track of my progress in building up my early semi-retirement fund.

1. Core Portfolio

I will probably not add anymore Berk B shares before the end of this year as the continued appreciation of the USD together with the stock’s price rise means that I am …